Capcom: Earnings Are Growing Even Before The Big Releases
Capcom’s "compounder" model reached new heights in Q3 2026, with catalog sales hitting record unit totals. Ahead of Resident Evil Requiem, our updated valuation implies 38% upside for this high-margin IP powerhouse.
Ubisoft: Cheap For A Reason As The Turnaround Clock Starts
Ubisoft (UBSFY) has hit a 5-year low following a massive strategic reset that canceled six games and withdrew profitability guidance. With a new "Creative House" model and 2.5 years of cash runway, is this a distressed value opportunity or a long-term value trap?
CD Projekt: Strong Q3, But Valuation Leaves No Room For Error
CD Projekt delivered strong Q3 2025 earnings driven by Cyberpunk monetization, but accounting-boosted margins and rising development spend raise questions about earnings quality. With no major releases before 2027, the stock’s premium valuation leaves little margin for error.